Treasury Management Services & Investment Consulting

Our firm can provide professional oversight to public entity cash and investment portfolios.

Services include but are not limited to the following:

  • Investment Policy Statement review and development
  • Cash Flow Analysis
  • Internal controls on the investment process
  • Analyze market conditions and review security selection
  • Monthly investment reporting and quarterly performance review
  • Review and analyze concentration bank compensation structure
  • Develop banking RFP; analyze pricing proposal; and assist evaluation committee
  • Custody bank analysis
  • Advise on commodity hedge transactions

For more information concerning treasury management and investment consulting, please contact us at:

David Jang
t:  813-321-3252.

For more information concerning separately managed accounts, please contact us: 

David Jang
t:  (813) 321-3252

Jeff Kern
t: (813) 440-5087

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